WEALTH IN YOURSELF LLC

WEALTH IN YOURSELF LLC of ZEPHYR COVE, NV is an SEC-registered investment adviser (CRD 322123). Regulatory assets under management: $3.5M.

Registration

• CRD: 322123
• Type: Registered investment adviser
• Location: 195 HIGHWAY 50, ZEPHYR COVE, NV, 89448
• Phone: 415-915-5948
• Latest filing: 2026-06-26
• Regulatory AUM: $3.5M
• Discretionary AUM: $3.5M
• Clients: 1
• Accounts: 48

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322123 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search